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As Novo Spars Over Semaglutide Capacity, Strides To Arm GLP-1 Generics Cos Ahead Of LoEs

Primed To Tap $60bn Opportunity

 
• By Vibha Ravi

Strides is to supply semaglutide and liraglutide to generics companies amid global capacity constraints and drug shortages, ahead of loss of exclusivity. An ability to make drug-device combinations has meant it has contracts for seven of the eight GLP-1 agonists, and counting

GLP-1Agonists - A representative image using Ozempic, Wegovy, Trulicity, Victoza, Mounjaro newspaper cuttings
Can CDMOs Help Address Shortage Of GLP-1 Agonists?

Roche’s protest over an acquisition of Catalent by Novo Holdings, Novo Nordisk’s parent, underscores the high stakes in an anti-obesity drug battle that is seeing competitors spar over limited global manufacturing capacity amid skyrocketing demand for glucagon-like peptide-1 (GLP-1) agonists.

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US Tariffs And Manufacturing Concentration: Double-Edged Sword?

 
• By Anju Ghangurde

India and the US are the top manufacturers of finished dosages for the US market in terms of volume (China accounts for 9% of injectables), though the US relies heavily on India for solid oral dosage forms and specific generics, including lenalidomide and albuterol. Scrip talks to experts on some of the key implications of geographic concentration of production for the US market amid the specter of tariffs.

Biotech Leaders Ponder Tariff Ramifications

 
• By Joseph Haas, Mary Jo Laffler, and Jessica Merrill

Several biotech execs said they don’t expect much impact from the Trump administration’s threatened tariffs but are reviewing business practices to prepare.

Novartis $23bn US Investment Is Music To Trump’s Ears

 
• By Kevin Grogan

The Swiss major follows Lilly and J&J in committing to a significant spend on US manufacturing.

Will China’s Retaliatory Tariffs Galvanize Manufacturing Onshoring?

 
• By Dexter Jie Yan

China’s imposed large retaliatory tariffs on US pharmaceuticals on 10 April, but some domestic firms with in-licensed, US-origin assets were already moving to localized manufacturing.

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Ferring’s Faith In Bladder Cancer Gene Therapy Starts To Pay Off

 
• By Kevin Grogan

Adstiladrin sales hit €70m in first full year on the market

Multiple Tactics Likely Needed To Control Obesity Drug Costs

 
• By Alaric DeArment

ICER’s new white paper pointed to estimates that the GLP-1 drugs may result in more than $100bn in annual spending, highlighting the need to rein in costs.

Cartesian Maps Out CAR-T Strategy With Simpler Logistics In Mind

 
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The company announced positive Phase IIb data for Descartes-08 in myasthenia gravis, with especially strong efficacy among patients without prior biologic treatment.